Let's Create a Plan that works!
It's time to take charge of your money
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It's time to take charge of your money
I'm Seannie and I'm a wife, mom, and Financial Coach. My goal is to show you that your finances don’t have to be so stressful. You can live the life that you desire and still treat yourself while reaching your financial goals.
I became passionate about getting my finances in order and realized that there are many people who could use the help and motivation to learn how money works and get rid of debt and live a meaningful life.
I start by documenting your goals and then compare them to your current portfolio. I use proven strategies designed to help you meet your financial goals. You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.
Please let me know if you cannot find an answer to your question.
A Financial Coach will help you establish a positive relationship with your money and determine what your natural motivations are toward saving and spending – and then help building accountability into your decisions going forward. A Financial Coach know you and your mindset, and will help keep you on financial track with day-to-day behaviors, thoughts and, most importantly, encouraging small successes.
There are many ways to ensure financial growth and reach your goals. Some options are paying off debt, investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance, and estate planning.
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